Citi has been placing more attention on wealth management. Credit: Piotr Swat/ Shutterstock.com. Citigroup has revealed plans to lift its prime brokerage balances to more than $700bn by 2028, a level ...

QIA CEO Mohammed Saif Al-Sowaidi and JP Morgan Asset and Wealth Management CEO Mary Callahan Erdoes. Credit: JPMorgan Chase/ Qatar Investment Authority (QIA)/ PRNewswire. Qatar Investment Authority ...

Allspring oversees $642bn in assets. Credit: Funtap/ Shutterstock.com. Allspring Global Investments, once part of Wells Fargo, is being prepared for a potential sale by its private equity owners, ...

ICG will be the exclusive supplier of those products to Amundi’s distribution business. Credit: HJBC/ Shutterstock.com. Amundi has finalised the purchase of a 9.9% economic interest in alternatives ...

Kingsview will also have access to FTV’s global partner network. Credit: wutzkohphoto/ Shutterstock.com. Kingsview Partners, the US-based wealth management firm, has received a growth investment from ...

Mutual clients will be able to combine Apex’s brokerage, custody and clearing capabilities with FusionIQ’s platform. Credit: Chayanit/ Shutterstock.com. Apex Fintech Solutions has joined forces with ...

Nordnet CEO Rasmus Järborg and ABGSC former chief executive Jonas Ström. Credit: Cision/ Nordnet AB/ABG Sundal Collier. ABG Sundal Collier (ABG SC) and Nordnet have announced plans to set up a jointly ...

The transaction will contribute to its development of active ETFs worldwide. Credit: SsCreativeStudio/ Shutterstock.com. WisdomTree has completed the acquisition of Atlantic House, the London-based ...

The transaction forms part of AlphaCore’s effort to develop a broader wealth management structure. Credit: Mdisk/ Shutterstock.com. AlphaCore Wealth Advisory has launched AlphaCore Streamline (AC ...

UBS said the fund sales business would stop operating at the end of September. Credit: Kittyfly/ Shutterstock.com. UBS is reportedly preparing to wind down its fund sales operation in China after ...

During Harris’ time in the role, the bank’s AWM business expanded to more than $8tn in client assets under supervision, from about $2tn. Credit: Chayanit/ Shutterstock.com. Julie Harris, who oversees ...